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Vista 401(k) Plan

Mutual Fund

Target Date Retirement Series

Depending on the proximity to its target date the fund will seek to achieve the following objectives to varying degrees: growth, income and conservation of capital. The fund will increasingly emphasize income and conservation of capital by investing a greater portion of its assets in bond, equity-income, and balanced funds as it approaches and passes its target date. In this way, the fund seeks to balance total return and stability over time.


Morningstar Category:
  Target Date
Fund inception date:
Benchmark Index:

  Morningstar Mod Tgt Risk TR USD
RFTTX 2010 RFJTX 2015 RRCTX 2020 RFDTX 2025
RFETX 2030 RFFTX 2035 RFGTX 2040 RFHTX 2045
RFITX 2050 RFKTX 2055 RFUTX 2060

RFVTX 2065

Note: Sources of the fund descriptions include the fund fact sheet, fund prospectus, and Morningstar. Past performance is no guarantee of future results.

P.O. Box 1878 Tallahassee, Florida 32302-1878